Personalised advice, proven results
and trusted relationships
About us
Expertise, integrity and personal service at every step
We do more than manage money — we help people and businesses make smart, confident financial decisions. Whether you’re planning your future or seeking a more strategic investment approach, we’re here to support your goals.
We take the time to develop tailored strategies that give you clarity, control and peace of mind.
- Deep expertise with a personal touch
- Independent, conflict-free advice
- Strategies tailored to your goals
- Support for individuals and businesses
- Clear guidance for confident decisions
- Long-term focus, lasting relationships
What makes us different?
Independent, relationship-driven, and built on trust
We measure success not by the number of clients we serve — but by the trust they place in us and the outcomes we help them achieve.Talk to an adviser
We’re not owned by a bank or aligned with any product provider — which means our only focus is you.
Our independence ensures that the advice you receive is always in your best interest, not influenced by sales targets or external agendas. We take the time to understand your circumstances, offering guidance that’s transparent, and tailored to your needs.
Who we help
Built for individuals, advisers, and corporates
From high-net-worth individuals and family trusts to financial advisers and corporate boards, we understand the unique demands of each client type — and we tailor our service to suit.
No matter your starting point or financial complexity, we’ll help you navigate your path with clarity and confidence.
- Individuals & Families From wealth creation to estate and legacy planning.
- Advisers Bespoke portfolio solutions and adviser-aligned support.
- Corporations Investment management and employee retirement planning.
Our clients choose us because we put their interests first, every time. We combine deep expertise with a genuine commitment to building long-term relationships based on trust, transparency, and performance. Every member of our team shares a common goal: to help our clients achieve their ambitions and secure their financial future with confidence.
Owen Barnes Chief Executive Officer
What our clients say
The team at AAA Private Wealth Advisors genuinely care about our long-term goals. They’ve helped us navigate retirement, estate planning and everything in between — always with clarity and empathy.Client satisfaction survey
Guiding you
with clarity
and care
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Find us
AAA Private Wealth Advisors,
7/2 Mill Street,
Perth, Australia
© 2025 AAA Private Wealth Advisors PTY Ltd The information provided on this website is for general informational purposes only and does not constitute financial, legal, or taxation advice. While every effort is made to ensure the accuracy and timeliness of the content, AAA Private Wealth Advisors makes no representations or warranties, express or implied, regarding the completeness, reliability, or suitability of the information, products, services, or related materials contained on this website. Any reliance you place on such information is strictly at your own risk.
We strongly recommend that you seek independent professional advice tailored to your individual financial circumstances before making any investment or financial decisions. The content on this website may be subject to change without notice, and AAA Private Wealth Advisors accepts no liability for any loss or damage, including—without limitation—indirect or consequential loss, arising from the use of or reliance on the information provided.
The value of investments and any income derived from them can fluctuate, and investors may not recover the full amount initially invested. Past performance is not a reliable indicator of future results. All investments carry risk, and you should consider whether a particular investment is appropriate for your needs and financial situation.
AAA Private Wealth Advisors is a trading name of AAA Private Wealth Advisors PTY Ltd, which is incorporated in Australia and holds Australian Business Number (ABN) 19 121 081 810. We are authorised and regulated by the Australian Securities and Investments Commission (ASIC).
The information and services described on this website are intended for Australian residents only and may not comply with laws or regulations in jurisdictions outside of Australia. Users accessing this site from outside Australia do so at their own risk and are responsible for compliance with local laws.
If you have a concern or complaint about our services, we encourage you to contact us directly so that we can seek to resolve the matter promptly. If we are unable to resolve your complaint to your satisfaction, you may have the right to refer the matter to the Australian Financial Complaints Authority (AFCA). For more information, visit www.afca.org.au.
We acknowledge and respect the Traditional Owners of the lands across Australia and recognise their continuing connection to Country, community, and culture. We pay our respects to Elders past and present, and we are committed to fostering inclusivity, understanding, and recognition of First Nations peoples in everything we do.